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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,405 | $99,652-60.5% | $78,778-50.0% | $147,586-73.3% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.2%+18.3pp | 82.8%+4.7pp |
| Annual return | 16.57% | 47.28%-30.7pp | 35.62%-19.1pp | 578.59%-562.0pp |
| Employer contribution / active EE | $1,193 | $2,796-57.3% | $1,986-39.9% | $4,876-75.5% |
| Participant deferral / active EE | $4,288 | $3,664+17.0% | $2,958+45.0% | $5,439-21.2% |
| Admin fee / account holder | $45 | $7,155-99.4% | $5,134-99.1% | $10,886-99.6% |